Allen Operations’s TransDigm Group TDG Stock Holding History

Allen Operations’s Portfolio TDG Stock Details TDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.2M	Hold	2,764	–	–	0.48%	26
2025 Q4	$3.68M	Hold	2,764	–	–	0.46%	25
2025 Q3	$3.64M	Hold	2,764	–	–	0.43%	25
2025 Q2	$4.2M	Hold	2,764	–	–	0.58%	23
2025 Q1	$3.82M	Hold	2,764	–	–	0.63%	20
2024 Q4	$3.5M	Hold	2,764	–	–	0.56%	21
2024 Q3	$3.94M	Hold	2,764	–	–	0.66%	21
2024 Q2	$3.53M	Hold	2,764	–	–	0.69%	21
2024 Q1	$3.4M	Hold	2,764	–	–	0.65%	20
2023 Q4	$2.8M	Hold	2,764	–	–	0.56%	23
2023 Q3	$2.33M	Hold	2,764	–	–	0.52%	26
2023 Q2	$2.47M	Hold	2,764	–	–	0.55%	24
2023 Q1	$2.04M	Hold	2,764	–	–	0.52%	25
2022 Q4	$1.74M	Hold	2,764	–	–	0.47%	24
2022 Q3	$1.45M	Hold	2,764	–	–	0.39%	26
2022 Q2	$1.48M	Hold	2,764	–	–	0.37%	24
2022 Q1	$1.8M	Hold	2,764	–	–	0.32%	27
2021 Q4	$1.76M	Hold	2,764	–	–	0.24%	33
2021 Q3	$1.73M	Hold	2,764	–	–	0.27%	29
2021 Q2	$1.79M	Hold	2,764	–	–	0.31%	28
2021 Q1	$1.63M	Hold	2,764	–	–	0.33%	25
2020 Q4	$1.71M	Hold	2,764	–	–	0.37%	19
2020 Q3	$1.31M	Hold	2,764	–	–	0.46%	19
2020 Q2	$1.22M	Hold	2,764	–	–	0.62%	18
2020 Q1	$885K	Hold	2,764	–	–	0.55%	19
2019 Q4	$1.55M	Hold	2,764	–	–	0.66%	18
2019 Q3	$1.44M	Hold	2,764	–	–	0.7%	18
2019 Q2	$1.34M	Hold	2,764	–	–	0.52%	23
2019 Q1	$1.25M	Hold	2,764	–	–	0.52%	19
2018 Q4	$940K	Buy	+2,764	New	+$948K	0.46%	20

Other funds holding TDG

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allen Operations's TDG Position: Q1 2026 in Review

Allen Operations held its TransDigm Group (TDG) position steady in Q1 2026 at 2,764 shares worth $3.2M. The position accounts for 0.48% of the portfolio, ranked #26.

Allen Operations first reported a position in TDG in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.2M in Q2 2025. 1,108 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Allen Operations held 2,764 shares of TransDigm Group worth $3.2M as of Q1 2026.
Allen Operations left its TransDigm Group share count unchanged in Q1 2026.
TransDigm Group made up 0.48% of Allen Operations's portfolio in Q1 2026, its #26 holding.
Allen Operations first reported a position in TransDigm Group in Q4 2018 and has held it in 30 quarters since.
Allen Operations's TransDigm Group position peaked at $4.2M in Q2 2025.
1,108 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Allen Operations's 13F filing for Q1 2026, filed 7 May 2026.